Almost 4 years ago, I started a new job as the company’s Salesforce Admin. When I joined, they were on their 5th year with Salesforce. I soon learned that inheriting a Salesforce instance has its benefits…and its challenges.
I often found myself wondering, “If we could start over and implement a new instance of Salesforce, what would we do differently?” I’d note down observations I had when things went well and especially when they didn’t. Over time, my list grew (and was repeatedly validated).
The goal behind the below recommendations is to make life easier as an Admin. While some recommendations may take more time to execute, in the long run, it will make your job and the job of anyone joining your team a whole lot easier.Continue reading Salesforce Implementation Recommendations